RWA WEALTH PARTNERS, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$8.1B
Holdings
557
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (557 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $1.0B |
VTVVANGUARD INDEX FDS | $831.6M |
VEAVANGUARD TAX-MANAGED FDS | $537.0M |
VGITVANGUARD SCOTTSDALE FDS | $501.3M |
SPBOSPDR SER TR | $394.6M |
MUBISHARES TR | $296.3M |
MBBISHARES TR | $220.3M |
AAPLAPPLE INC | $212.9M |
MSFTMICROSOFT CORP | $172.3M |
VTEBVANGUARD MUN BD FDS | $167.3M |
VWOVANGUARD INTL EQUITY INDEX F | $133.0M |
IVVISHARES TR | $122.8M |
JPMJPMORGAN CHASE & CO. | $104.8M |
VBKVANGUARD INDEX FDS | $89.8M |
VBRVANGUARD INDEX FDS | $81.5M |
SPYSPDR S&P 500 ETF TR | $63.8M |
VFVAVANGUARD WELLINGTON FD | $63.3M |
IWFISHARES TR | $61.6M |
AVGOBROADCOM INC | $59.8M |
VVISA INC | $56.2M |
ABBVABBVIE INC | $55.3M |
EDVVANGUARD WORLD FD | $54.6M |
MRKMERCK & CO INC | $54.4M |
ZROZPIMCO ETF TR | $53.6M |
JNJJOHNSON & JOHNSON | $52.9M |
WMTWALMART INC | $49.7M |
COSTCOSTCO WHSL CORP NEW | $45.9M |
PGPROCTER AND GAMBLE CO | $45.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $43.8M |
QUALISHARES TR | $42.0M |
HDHOME DEPOT INC | $41.7M |
VOOVANGUARD INDEX FDS | $41.3M |
GOOGLALPHABET INC | $40.5M |
NVDANVIDIA CORPORATION | $40.2M |
IVEISHARES TR | $39.1M |
AMZNAMAZON COM INC | $37.4M |
VTIVANGUARD INDEX FDS | $37.3M |
PEPPEPSICO INC | $36.4M |
NEENEXTERA ENERGY INC | $35.4M |
LLYELI LILLY & CO | $34.9M |
IEIISHARES TR | $34.6M |
MCDMCDONALDS CORP | $33.1M |
TJXTJX COS INC NEW | $31.0M |
GOOGALPHABET INC | $30.8M |
UNHUNITEDHEALTH GROUP INC | $30.4M |
HONHONEYWELL INTL INC | $30.1M |
METAMETA PLATFORMS INC | $29.3M |
ABTABBOTT LABS | $28.8M |
QCOMQUALCOMM INC | $28.3M |
LINLINDE PLC | $27.5M |
UNPUNION PAC CORP | $26.7M |
RTXRTX CORPORATION | $26.4M |
XOMEXXON MOBIL CORP | $25.4M |
BLKBLACKROCK INC | $25.4M |
CATCATERPILLAR INC | $24.0M |
FDXFEDEX CORP | $22.8M |
ESGVVANGUARD WORLD FD | $21.5M |
CMFISHARES TR | $21.0M |
IJRISHARES TR | $20.7M |
VIGVANGUARD SPECIALIZED FUNDS | $20.6M |
ASMLASML HOLDING N V | $20.4M |
LMTLOCKHEED MARTIN CORP | $20.4M |
TRVCCITIGROUP INC | $19.7M |
CBCHUBB LIMITED | $19.0M |
CVXCHEVRON CORP NEW | $19.0M |
LOWLOWES COS INC | $18.9M |
TPLTEXAS PACIFIC LAND CORPORATI | $18.4M |
NYFISHARES TR | $18.1M |
ACNACCENTURE PLC IRELAND | $18.1M |
NDQINVESCO QQQ TR | $17.6M |
IUSGISHARES TR | $17.1M |
EFGISHARES TR | $16.9M |
CLCOLGATE PALMOLIVE CO | $16.8M |
FHLCFIDELITY COVINGTON TRUST | $16.7M |
SPGIS&P GLOBAL INC | $16.7M |
MMM3M CO | $16.5M |
IJHISHARES TR | $16.1M |
SCHWSCHWAB CHARLES CORP | $15.6M |
ELVELEVANCE HEALTH INC | $15.4M |
DELLDELL TECHNOLOGIES INC | $15.0M |
DYHTARGET CORP | $15.0M |
ADPAUTOMATIC DATA PROCESSING IN | $13.3M |
TMUST-MOBILE US INC | $13.2M |
BNDVANGUARD BD INDEX FDS | $13.2M |
REGNREGENERON PHARMACEUTICALS | $13.1M |
ORCLORACLE CORP | $12.7M |
CSCOCISCO SYS INC | $12.6M |
PANWPALO ALTO NETWORKS INC | $11.7M |
DUKDUKE ENERGY CORP NEW | $11.4M |
FTECFIDELITY COVINGTON TRUST | $11.4M |
HYGISHARES TR | $11.2M |
HYLBDBX ETF TR | $11.1M |
BABOEING CO | $11.0M |
NKENIKE INC | $11.0M |
IBMINTERNATIONAL BUSINESS MACHS | $11.0M |
BKLNINVESCO EXCH TRADED FD TR II | $10.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $10.8M |
SHYISHARES TR | $10.8M |
IGIBISHARES TR | $10.7M |
ORLYOREILLY AUTOMOTIVE INC | $10.5M |
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